TIMESTAMPS:
00:00:00 - Introduction
00:00:47 - IREN
00:01:14 - Daniel Batten
00:02:42 - Bitcoin Mining FUD
00:11:40 - What Has Changed in Bitcoin Mining?
00:15:57 - Ads
00:17:22 - Miners Following the MSTR Playbook
00:29:16 - Bitcoin Mining Supercycle
00:31:13 - Ads
00:32:22 - Miner Centralisation
00:35:00 - Mining Innovation
00:44:40 - The Second Order Consequences of Bitcoin Mining
00:47:40 - Mining for Heating
00:52:45 - Nation State Bitcoin Mining
01:08:59 - Mining Driving Down Bitcoin Volatility